SSGA ACTIVE TR's ticker is STOT and the CUSIP is 78470P200.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,445 | +0.6% | 2,918 | +0.7% | 0.05% | +4.5% |
| Q2 2023 | $134,584 | +0.7% | 2,898 | +0.7% | 0.04% | -4.3% |
| Q1 2023 | $133,665 | -65.6% | 2,879 | -65.9% | 0.05% | -69.7% |
| Q3 2022 | $388,000 | -1.0% | 8,435 | +0.4% | 0.15% | -6.2% |
| Q2 2022 | $392,000 | -25.3% | 8,402 | -23.6% | 0.16% | -13.8% |
| Q1 2022 | $525,000 | +13.4% | 11,002 | +16.7% | 0.19% | +0.5% |
| Q4 2021 | $463,000 | -11.6% | 9,425 | -10.8% | 0.19% | -18.3% |
| Q3 2021 | $524,000 | -2.1% | 10,562 | -1.7% | 0.23% | -1.7% |
| Q2 2021 | $535,000 | -2.4% | 10,749 | -2.6% | 0.23% | -11.1% |
| Q1 2021 | $548,000 | – | 11,041 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Surevest, LLC | 114,242 | $5,674,000 | 2.79% |
| Elmwood Wealth Management, Inc. | 44,720 | $2,221,000 | 2.25% |
| Aveo Capital Partners, LLC | 73,727 | $3,653,000 | 1.51% |
| Clear Perspective Advisors, LLC | 34,709 | $1,724,000 | 0.78% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 25,720 | $1,278,000 | 0.46% |
| 1 NORTH WEALTH SERVICES LLC | 12,907 | $641,000 | 0.43% |
| Monument Capital Management | 9,539 | $474,000 | 0.26% |
| NOTTINGHAM ADVISORS, INC. | 34,906 | $1,734,000 | 0.23% |
| Dakota Wealth Management | 13,555 | $673,000 | 0.12% |
| VALLEY NATIONAL ADVISERS INC | 7,855 | $390,000 | 0.11% |